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メルカリ(4385) 投資評価「Overweight」へ引き上げ:治安改善とAI活用によるGMV成長トライバーの多様化

Published: 2026-06-16Institution: JPMorganPages: 26Original language: JapaneseEvidence page: 25

Research evidence excerpt

メルカリ(4385) 投資評価「Overweight」へ引き上げ:治安改善とAI活用によるGMV成長トライバーの多様化

JP ٜٓ؝٤証券株式会社 ؓةؓقبنؔشؠ 株式調査部

山村 淳子AC 2026 年 6 月 16 日 J P M O R G A N

(81-3) 6736-8644

junko.yamamura@jpmorgan.com

Japan.

Malaysia: This material is issued and distributed in Malaysia by JPMorgan Securities (Malaysia) Sdn Bhd (18146-X), which is a Participating

Organization of Bursa Malaysia Berhad and holds a Capital Markets Services License issued by the Securities Commission in Malaysia.

Mexico: J.P. Morgan Casa de Bolsa, S.A. de C.V., J.P. Morgan Grupo Financiero is member of the Mexican Stock Exchange (˘Bolsa Mexicana de

Valores˙) and the Institutional Stock Exchange (˘Bolsa Institucional de Valores˙), and it is authorized to act as a broker dealer by the National

Banking and Securities Exchange Commission (˘Comisión Nacional Bancaria y de Valores˙).

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Conduct Act 2013). JPMSAL is registered as a Financial Service Provider under the Financial Service providers (Registration and Dispute

Resolution) Act of 2008.

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Clearing Corporation of the Philippines and the Securities Investor Protection Fund. It is regulated by the Securities and Exchange Commission.

Singapore: This material is issued and distributed in Singapore by or through J.P. Morgan Securities Singapore Private Limited (JPMSS) [MDDI (P)

057/08/2025 and Co. Reg. No.: 199405335R], which is a member of the Singapore Exchange Securities Trading Limited, and/or JPMorgan Chase

The English excerpt is extracted automatically from the cited source page and may contain layout or recognition errors. It is never batch translated.

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